Data Analysis and Reporting Techniques Using Excel. Contents are subject to change. For the latest updates visit

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1 Data Analysis and Reporting Techniques Using Excel Page 1 of 8

2 Why Attend It is a fact, Excel is the accountant's, finance and business professional's best friend! You and I know how overwhelmed we are with the abundance of unstructured data. Monthly, quarterly and annual closing are immensely data driven and require moving and exporting data from 'ERPs' and databases to Excel. This hands-on course will advance your data massaging, modeling, integration and automation skills to new levels. You will also master normalization and massaging of noisy data, preparation of reports, analysis and reconciliation. This course is Excel based allowing you to develop an exclusive level of expertise and adding immediate value to your job and company. Course Methodology 20% of the course is design and structure focused. 80% uses MS Excel as a powerful tool to perform daily, monthly and periodic tasks. Groups and individuals will be required to complete exercises, case studies, and projects on daily basis. Course Objectives By the end of the course, participants will be able to: Boost Excel Business Intelligence (BI) expertise in business and management reporting. Link their Excel with PowerPoint for dynamic data update. Develop dynamic BI dashboards, scorecards and flash management reports to assist professionals in measuring performance and enhancing decision making. Perform data analysis techniques to produce timely and accurate reports. Target Audience Business, finance and accounting professionals, senior and junior accountants, business analysts, research professionals, marketing and sales, administrative staff, supervisors, general business professionals and staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting, reconciliations, and analysis. Target Competencies Massaging of unstructured and noisy data Reporting, analysis, and reconciliation Data modeling Integration with external data sources Course Outline Tools and Techniques Consolidating Data from Separate Files and Sheets Advanced Data Validation Using Lists, Dates and Custom Validation Array Functions Cell Management Tools: Left, Right, Mid, Concatenate, Value Naming Cells and Ranges Subtotal, Sumif, Sumifs, Sumproduct Looking-Up Data, Texts, and Values Using Vlookup The Incredible Table Tools Techniques Slicing Dates into Day Names, Month Names, Years and Quarters Text to Columns and Dynamic Trimming Using Trim, Len Find and Substitute Text Change Functions The 19 Must Learn Pivot Tables Tools Creating Pivot Tables Page 2 of 8

3 Number Formatting Techniques Designing Report Layout Sorting in Ascending, Descending and More Sort Options Filtering Labels and Values Expanding and Collapsing Reports Summarize Data By Sum, Average, Minimum, Maximum, Count Show Values as % of Total & % of Pivot Table Options Inserting Formulas Date Analysis Copying Pivot Tables Creating Pivot Charts Dynamic Chart Labeling Mastering the Slicer Showing Report Filter Pages Linking Pivot Tables and Pivot Graphs with PowerPoint Conditional Formatting with Pivot Tables Designing Reports Using the GetPivotData Report Design and Modeling Techniques Spinner Check Box Data Modeling with IF function Option Box Data Modeling with IF function List Box Data Modeling with CHOOSE function Scenario Manager Tips and Tricks in Excel Data Entry Form Custom List Text to Speech Protecting Worksheets and Workbooks Page 3 of 8

4 Associations National Association of State Boards of Accountancy (NASBA) : Meirc Training & Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website Fees: US$ (including coffee breaks and a buffet lunch daily) Per participant US$ 3500 Fees + VAT as applicable UAE Tax Registration Number Page 4 of 8

5 Courses in Planning and Strategy Management Dates Course Name Language Location Fees Oct, 2018 Successful Planning, Organizing and Oct, 2018 Strategy Management in the Public Sector Arabic Dubai US$ Oct - 1 Nov, 2018 Business Intelligence: Data Analysis and 28 Oct - 1 Nov, 2018 Strategic Thinking and Planning Nov, 2018 Certificate in Key Performance Indicators (KPIs) Nov, 2018 The Effective Analyst: From Research to English Dubai US$ Nov, 2018 Business Continuity Management English Dubai US$ Nov, 2018 The Certified Strategist: From Planning to Nov, 2018 Developing and Implementing the Business Plan Nov, 2018 The Balanced Scorecard: Achieving Performance Excellence 2-6 Dec, 2018 Business Intelligence: Data Analysis and 2-6 Dec, 2018 Certified Organization Development Professional 9-13 Dec, 2018 Successful Planning, Organizing and English Dubai US$ 4900 Arabic Dubai US$ 4600 Arabic Dubai US$ 4600 English Dubai US$ 4900 Arabic Dubai US$ Dec, 2018 Strategic Thinking and Planning Arabic Dubai US$ Dec, 2018 Business Intelligence: Data Analysis and 30 Dec - 3 Jan, 2019 Business Intelligence: Data Analysis and Jan, 2019 Strategic Thinking and Planning 3-7 Feb, 2019 Business Intelligence: Data Analysis and 3-7 Feb, 2019 Developing and Implementing the Business Plan Feb, 2019 Successful Planning, Organizing and Feb, 2019 The Certified Strategist: From Planning to Feb, 2019 Certificate in Key Performance Indicators (KPIs) 3-5 Mar, 2019 Business Continuity Management English Dubai US$ 3600 Page 5 of 8

6 Courses in Planning and Strategy Management Dates Course Name Language Location Fees 3-7 Mar, 2019 Strategic Thinking and Planning Mar, 2019 The Balanced Scorecard: Achieving Performance Excellence Mar, 2019 Certified Organization Development Professional Mar, 2019 Developing Effective Public-Private Partnerships (PPPs) Mar, 2019 Successful Planning, Organizing and 31 Mar - 4 Apr, 2019 Shaping the Future: Tools for Developing Strategic Foresight 7-11 Apr, 2019 Strategic Thinking and Planning Apr, 2019 The Certified Strategist: From Planning to Arabic Dubai US$ Apr, 2019 Certified Crisis Management Professional English Dubai US$ Apr - 2 May, 2019 Business Intelligence: Data Analysis and Jun, 2019 Strategic Thinking and Planning Jun, 2019 Certificate in Key Performance Indicators (KPIs) Arabic Dubai US$ Jun - 4 Jul, 2019 The Certified Business Analyst Professional 7-11 Jul, 2019 Business Intelligence: Data Analysis and 7-11 Jul, 2019 Strategic Decision Making in Competitive Environments Jul, 2019 Building and Presenting a Powerful Business Case 4-8 Aug, 2019 Successful Planning, Organizing and Aug, 2019 Strategic Thinking and Planning English Barcelona US$ Sep, 2019 The Certified Strategist: From Planning to Sep, 2019 Developing and Implementing the Business Plan 29 Sep - 3 Oct, 2019 Business Intelligence: Data Analysis and 6-10 Oct, 2019 Competitive Strategies and Value Innovation English Istanbul US$ 5100 English Abu Dhabi US$ Oct, 2019 Strategic Thinking and Planning English Cairo US$ 4800 Page 6 of 8

7 Courses in Planning and Strategy Management Dates Course Name Language Location Fees Oct, 2019 The Balanced Scorecard: Achieving Performance Excellence Oct, 2019 Business Continuity Management English Dubai US$ Oct, 2019 Certified Organization Development Professional Oct, 2019 The Effective Analyst: From Research to Oct, 2019 Successful Planning, Organizing and Arabic Dubai US$ Oct, 2019 Strategy Management in the Public Sector 3-7 Nov, 2019 Business Intelligence: Data Analysis and 3-7 Nov, 2019 Strategic Thinking and Planning Nov, 2019 The Certified Strategist: From Planning to Nov, 2019 Certificate in Key Performance Indicators (KPIs) Nov, 2019 Developing Effective Public-Private Partnerships (PPPs) Nov, 2019 Developing and Implementing the Business Plan Arabic Dubai US$ Dec, 2019 The Certified Business Analyst Professional Arabic Dubai US$ Dec, 2019 Business Intelligence and Data Analysis Workshop 8-12 Dec, 2019 Certified Organization Development Professional 8-12 Dec, 2019 Shaping the Future: Tools for Developing Strategic Foresight English Beirut US$ Dec, 2019 Certified Crisis Management Professional English Dubai US$ Dec, 2019 Strategic Thinking and Planning Dec, 2019 Business Intelligence: Data Analysis and Dec, 2019 The Certified Strategist: From Planning to Dec, 2019 Successful Planning, Organizing and Dec, 2019 Conducting Successful Business Reviews English Dubai US$ 3600 Page 7 of 8

8 Courses in Planning and Strategy Management Dates Course Name Language Location Fees Page 8 of 8